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ININSM

Insmed Incorporated

$INSM·$28B·Biotechnology·Healthcare
$125.98-2.6%YTD-26.4%1Y-11.2%
Price updated 4m ago·X counts updated 2d ago
ININSM
$INSMInsmed Incorporated
$125.99-2.65%67 posts1.2×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $INSM on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

67X posts · last 7 days
Aug 30Sep 12
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $INSM's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data8 posts analyzed · as of 2026-09-13

Insmed sentiment is bullish after Stanley Druckenmiller opened $144M in Insmed calls on top of an existing position, bringing the combined position to nearly $300M. Bulls cite the first approved drug for a lung disease untreated for 200 years and strong Cantor presentation; contrarians note management may be over-selling TPIP.

Read what X is saying about $INSM

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $INSM — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-13

The move is getting stronger, with heavier trading behind it.

Insmed with Druckenmiller $300M position — first-ever drug for 200-year-untreated lung disease launching.

Insmed is the rare-lung-disease biotech whose stock is landing the Druckenmiller-conviction narrative — the first approved drug for a 200-year-untreated lung disease plus $14B revenue visibility from management.

  • Q latest fundamentals confirm the launch: revenue grew 230% YoY to $306M at 82% gross margin — that's a real product launch landing in numbers, driven by the Arikayce and Brensocatib franchises.
  • Druckenmiller's positioning is the tell: opened $144M of INSM calls on top of existing stock — combined position now nearly $300M, one of Duquesne's largest holdings, on record institutional conviction.

Runs on Oct 29 Q3 confirming Arikayce/Brensocatib launch trajectory and TPIP-program updates.

Agrees with X sentimentX reads the setup correctly — Druckenmiller opened $144M INSM calls on top of existing stock (~$300M combined), first approved drug for 200-year-untreated lung disease, management projects $14B revenue visibility. TPIP claims 'lying' at Cantor is fair skeptic voice. My add is the +230% revenue growth is the fundamental proof point.

What to watch: Oct 29 Q3 earnings — Arikayce/Brensocatib launch trajectory and TPIP-program updates keeps the run. A soft launch quarter or a fresh TPIP safety concern cracks the run; another 200%+ revenue quarter breaks it up further toward the $14B peak-sales math.

On the calendar: 2026-10-29 — Q3 earnings

Read the AI verdict on $INSM

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Biopharmaceutical company with approved ARIKAYCE for refractory lung infections and brensocatib advancing for bronchiectasis.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $INSM.

Biotechnology · Healthcare

mRNA oncology platform is the week's catalyst — Merck CEO hinted positive MRNA melanoma Phase 3 data (Oct readout, potentially doubling cancer-free rate vs Keytruda), driving MRNA +8%. IBB +41% T12M reflects the GLP-1, gene-editing, and RNA-medicine premium multiples re-rating the sector. ALT +14.2% since earnings confirms GLP-1 pipeline names as the most active near-term catalyst cohort.

What this means for $INSM

Partial — ARIKAYCE approved for refractory MAC lung infections and brensocatib in late-stage bronchiectasis trials benefit from the biotech re-rating's commercial-stage premium; pulmonary-focused portfolio lacks direct GLP-1/mRNA/gene-editing exposure.

Top industry ETF

$IBBiShares Biotechnology ETF
+19.6%YTD
+41.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-17.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-65.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-138%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-4.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
25.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-130%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
81.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$-0.06$-0.67+91.1%
Q1 2026May 7, 2026$-0.76$-0.96+21.1%
Q4 2025Feb 19, 2026$-1.54$-1.07-43.9%
Q3 2025Oct 30, 2025$-1.75$-1.33-31.6%
Next earningsThu, Oct 29·consensus EPS $-0.37

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$306.0M+229.6%83.8%-65.5%$-0.76$-226.2M
Q4 FY25$263.8M+152.6%83.2%-94.6%$-1.54$-294.2M
Q3 FY25$142.3M+52.4%79.4%-257%$-1.75$-222.2M
Q2 FY25$107.4M+18.9%73.9%-291%$-1.70$-209.1M

Forward consensus

5-year forecast · up to 19 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.8B$1.7B – $1.9B-$1.60-$2.24 – -$0.9016
FY27$2.9B$2.5B – $3.2B$0.91-$0.19 – $6.2915
FY28$3.9B$3.3B – $4.8B$3.64$0.25 – $7.2919
FY29$5.1B$4.5B – $5.7B$7.29$6.25 – $8.529
FY30$6.4B$5.7B – $7.2B$10.83$9.28 – $12.6515

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.32%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+10.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-7.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 198.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.825-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 9David R BrennanDirector25.0K sh$3.1MSellAug 17Melvin Md SharokyDirector5.0K sh$638KSellAug 10Roger AdsettCOO239.8K sh$32.0MSellAug 6Flammer Martina M.d.Chief Medical Officer27.2K sh$3.5MSellJul 23William LewisCEO10.7K sh$1.1MSellJul 9William LewisCEO10.7K sh$1.3MSellJul 6Flammer Martina M.d.Chief Medical Officer12.3K sh$1.4MSellJun 25William LewisCEO21.4K sh$2.2MSellJun 22Smith Michael AlexanderChief Legal Officer1.8K sh$173KSellJun 8William LewisCEO6.5K sh$613K
1–10 of 27
+ 17 other (10 exempts · 7 awards) in window

See when $INSM insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJul 168-K — Item 7.01: Press release / Reg FD
AI summary

Insmed disclosed 12-month open-label extension study data for treprostinil palmitil inhalation powder (TPIP), its inhaled prodrug targeting pulmonary arterial hypertension. Data covers safety, tolerability, functional capacity, and hemodynamic outcomes supporting the ongoing pivotal trial program. TPIP's differentiated inhaled-prodrug delivery positions it as a potential best-in-class PAH therapy.

3New insider — initial holdingsJun 243
AI summary

Samuele Butera, newly appointed SVP & GM of Global Respiratory at Insmed Inc., filed an initial Form 3 as of June 23, 2026, reporting no securities beneficially owned — no shares, no derivative securities. Administrative filing — new senior officer onboarded in the respiratory division at this specialty biopharma company; no ownership stake disclosed at inception.

S-3ASRAuto-shelf registrationMay 15S-3ASR
AI summary

Insmed Incorporated, a large accelerated filer, filed an automatic shelf registration statement (S-3ASR) on May 15, 2026 to register common stock and debt securities for potential future offerings on a delayed or continuous basis under Rule 415, effective immediately upon filing. No specific dollar amount or offering is disclosed; terms will be set in future prospectus supplements. This establishes flexible capital-raising capacity but does not represent immediate dilution or a current offering.

8-KShareholder voteMay 158-K — Item 5.07: Shareholder vote
AI summary

Insmed Incorporated held its 2026 Annual Meeting on May 13, 2026. Elizabeth McKee Anderson (153.7M For) and Clarissa Desjardins, Ph.D. (164.4M For) were elected as Class II directors through 2029; executive compensation received non-binding advisory approval (162.1M For vs. 23.7M Against); and Ernst and Young LLP was ratified as independent auditor for 2026 (190.4M For). Routine annual governance with no material operational changes.

8-KPress release / Reg FDApr 78-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
8-KPress release / Reg FDMar 238-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
+ 14 other (7 13Gs · 2 earnings 8-Ks · 2 10-Qs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Insmed Incorporated (INSM) Presents at 12th Annual Cantor Fitzgerald Global Healthcare Conference Transcriptseekingalpha.com·5d agoInsmed: A Strong Launch And A Much Bigger Peak Sales Opportunityseekingalpha.com·6d agoInsmed Reports Inducement Grants Under NASDAQ Listing Rule 5635(c)(4)prnewswire.com·10d agoInsmed to Present Data Across Its Respiratory Portfolio, Including New Late-Breaking ARIKAYCE® (amikacin liposome inhalation suspension) Results From Phase 3b ENCORE Study at the European Respiratory Society Congress 2026prnewswire.com·11d agoLiquidia vs. Insmed: Which Pulmonary Stock Has Better Prospects Now?zacks.com·18d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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